DFX Intelligence
Center Square Investment Management
unclassified· PA
unclassified
10 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Ufcw Consolidated Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
13 rows, $5.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Southern Company Pension Plan | 2024 | 28 51 52 68 | NONE | $755,674 |
| Ufcw Consolidated Pension Fund | 2024 | 10 15 27 34 51 | NONE | $576,916 |
| Motion Picture Industry Pension Plan | 2024 | 28 51 52 68 | NONE | $314,918 |
+10 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
No dated events.